Automating Lead Delivery
When a visitor submits contact details or completes a conversion goal in chat, ChatEaver can instantly notify your sales team via email alerts, webhook payloads, or direct CRM integrations.
Step-by-Step Configuration Steps
Step 1: Open Dashboard > Outcomes and click 'Action Settings'.
Step 2: Choose Notification Destination — Email Alert, Webhook Endpoint, or CRM integration.
Step 3: For Email Alerts: Enter recipient team email addresses.
Step 4: For Webhooks: Enter your HTTPS Webhook URL and secret signature header.
Step 5: Click 'Send Test Payload' to verify connection status.
Step 6: Click 'Save Action' to enable real-time event forwarding.